FYEE Institutional Ownership
Fidelity Yield Enhanced Equity ETF
1W: -0.1%
1M: -1.1%
3M: +2.5%
YTD: +2.6%
$29.92
+0.13 (+0.44%)
Weekly Expected Move ±1.7%
$29
$29
$30
$30
$31
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FYEE
58
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
104M
Total Invested
16
New Positions
26
Increased
13
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (65 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 701,686 | $21M | +218,132 | +45.1% | 6Q | SEC ↗ |
| 2 | LPL Financial LLC | 485,922 | $15M | +433,493 | +826.8% | 3Q | SEC ↗ |
| 3 | Advisory Resource Group | 291,862 | $9M | +8,550 | +3.0% | 4Q | SEC ↗ |
| 4 | Concurrent Investment Advisors, LLC | 240,180 | $7M | +3,898 | +1.6% | 3Q | SEC ↗ |
| 5 | Sentinel Advisory Group, LLC | 209,505 | $6M | +25,156 | +13.6% | 2Q | SEC ↗ |
| 6 | Bleakley Financial Group, LLC | 190,220 | $6M | +7,194 | +3.9% | 3Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 161,110 | $5M | -7,173 | -4.3% | 3Q | SEC ↗ |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | 140,234 | $4M | +3,155 | +2.3% | 3Q | SEC ↗ |
| 9 | TBH Global Asset Management, LLC | 104,136 | $3M | -87 | -0.1% | 4Q | SEC ↗ |
| 10 | Cambridge Investment Research Advisors | 94,965 | $3M | -2,892 | -3.0% | 4Q | SEC ↗ |
| 11 | Boston Partners | 82,420 | $2M | +70,491 | +590.9% | 2Q | SEC ↗ |
| 12 | Aptus Capital Advisors, LLC | 77,763 | $2M | -1,590 | -2.0% | 3Q | SEC ↗ |
| 13 | NewEdge Advisors, LLC | 69,787 | $2M | -4,373 | -5.9% | 4Q | SEC ↗ |
| 14 | San Luis Wealth Advisors LLC NEW | 68,913 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | RESOLUTE CAPITAL, LLC | 58,696 | $2M | +14,318 | +32.3% | 3Q | SEC ↗ |
| 16 | WEALTH EFFECTS LLC | 53,812 | $2M | +2,442 | +4.8% | 3Q | SEC ↗ |
| 17 | Traynor Capital Management, Inc. | 51,848 | $2M | +20,273 | +64.2% | 4Q | SEC ↗ |
| 18 | Mission Financial Group, LLC NEW | 40,784 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 19 | FINANCIAL MANAGEMENT NETWORK INC NEW | 38,595 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Summit Wealth Partners, LLC | 38,460 | $1M | +21,115 | +121.7% | 3Q | SEC ↗ |
| 21 | Global Trust Asset Management, LLC | 37,791 | $1M | +16,570 | +78.1% | 3Q | SEC ↗ |
| 22 | KRAEMATON INVESTMENT ADVISORS, INC | 36,143 | $1M | +963 | +2.7% | 3Q | SEC ↗ |
| 23 | Kestra Advisory Services, LLC NEW | 34,647 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Spire Wealth Management | 23,791 | $712K | +221 | +0.9% | 4Q | SEC ↗ |
| 25 | NFSG Corp | 23,680 | $709K | +3,146 | +15.3% | 4Q | SEC ↗ |
| 26 | Savvy Advisors, Inc. | 21,512 | $644K | +1,591 | +8.0% | 3Q | SEC ↗ |
| 27 | Atria Investments, Inc | 21,069 | $630K | +11,658 | +123.9% | 4Q | SEC ↗ |
| 28 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 20,600 | $616K | — | +0.0% | 1Q | SEC ↗ |
| 29 | J.W. COLE ADVISORS, INC. | 18,537 | $555K | +47 | +0.3% | 3Q | SEC ↗ |
| 30 | SILVER OAK SECURITIES, INCORPORATED | 17,995 | $538K | +4,741 | +35.8% | 4Q | SEC ↗ |
| 31 | CITADEL ADVISORS LLC NEW | 17,608 | $527K | — | +0.0% | 1Q | SEC ↗ |
| 32 | ENVESTNET ASSET MANAGEMENT INC | 16,905 | $506K | +4,866 | +40.4% | 3Q | SEC ↗ |
| 33 | PFG Investments, LLC | 16,000 | $479K | +3,700 | +30.1% | 2Q | SEC ↗ |
| 34 | Beacon Pointe Advisors, LLC NEW | 11,009 | $329K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Financially in Tune, LLC NEW | 11,003 | $329K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Hixon Zuercher, LLC | 10,054 | $301K | -6,996 | -41.0% | 2Q | SEC ↗ |
| 37 | FLAGSHIP HARBOR ADVISORS, LLC NEW | 9,189 | $275K | — | +0.0% | 1Q | SEC ↗ |
| 38 | RMR Wealth Builders NEW | 7,792 | $233K | — | +0.0% | 1Q | SEC ↗ |
| 39 | RFG Advisory, LLC NEW | 7,445 | $223K | — | +0.0% | 1Q | SEC ↗ |
| 40 | MML INVESTORS SERVICES, LLC NEW | 7,337 | $220K | — | +0.0% | 1Q | SEC ↗ |
| 41 | PARSONS CAPITAL MANAGEMENT INC/RI | 7,217 | $216K | -2,081 | -22.4% | 3Q | SEC ↗ |
| 42 | Summit Financial, LLC NEW | 7,002 | $209K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Global Retirement Partners, LLC NEW | 5,590 | $167K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Sunbelt Securities, Inc. | 5,537 | $166K | +3,250 | +142.1% | 6Q | SEC ↗ |
| 45 | WELLINGTON-ALTUS USA INC. | 5,200 | $156K | — | +0.0% | 1Q | SEC ↗ |
| 46 | IFP Advisors, Inc | 4,521 | $135K | +2,821 | +165.9% | 2Q | SEC ↗ |
| 47 | AdvisorNet Financial, Inc | 4,400 | $132K | — | +0.0% | 3Q | SEC ↗ |
| 48 | ROYAL BANK OF CANADA | 3,117 | $93K | -9,101 | -74.5% | 3Q | SEC ↗ |
| 49 | OSAIC HOLDINGS, INC. | 1,839 | $55K | +1,834 | +36680.0% | 6Q | SEC ↗ |
| 50 | Roxbury Financial LLC | 1,706 | $51K | +37 | +2.2% | 4Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| San Luis Wealth Advisors LLC | 68,913 | $2M |
| Mission Financial Group, LLC | 40,784 | $1M |
| FINANCIAL MANAGEMENT NETWORK INC | 38,595 | $1M |
| Kestra Advisory Services, LLC | 34,647 | $1M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 20,600 | $616K |
| CITADEL ADVISORS LLC | 17,608 | $527K |
| Beacon Pointe Advisors, LLC | 11,009 | $329K |
| Financially in Tune, LLC | 11,003 | $329K |
| FLAGSHIP HARBOR ADVISORS, LLC | 9,189 | $275K |
| RMR Wealth Builders | 7,792 | $233K |
| RFG Advisory, LLC | 7,445 | $223K |
| MML INVESTORS SERVICES, LLC | 7,337 | $220K |
| Summit Financial, LLC | 7,002 | $209K |
| Global Retirement Partners, LLC | 5,590 | $167K |
| PRIVATE TRUST CO NA | 1,382 | $41K |
| SIMPLEX TRADING, LLC | 819 | $25K |
| Holos Integrated Wealth LLC | 363 | $11K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FMR LLC | 560,037 | $17M |
| GOLDMAN SACHS GROUP INC | 288,766 | $9M |
| Kestra Investment Management, LLC | 92,480 | $3M |
| Pasadena Private Wealth, LLC | 40,945 | $1M |
| JANE STREET GROUP, LLC | 35,927 | $1M |
| HERBST GROUP, LLC | 32,705 | $979K |
| OLD MISSION CAPITAL LLC | 15,198 | $455K |
| RETIREMENT PLANNING GROUP, LLC / NY | 8,523 | $255K |
| UBS Group AG | 1,412 | $42K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +433,493 | +826.8% | 485,922 |
| COMMONWEALTH EQUITY SERVICES, LLC | +218,132 | +45.1% | 701,686 |
| Boston Partners | +70,491 | +590.9% | 82,420 |
| Sentinel Advisory Group, LLC | +25,156 | +13.6% | 209,505 |
| Summit Wealth Partners, LLC | +21,115 | +121.7% | 38,460 |
| Traynor Capital Management, Inc. | +20,273 | +64.2% | 51,848 |
| Global Trust Asset Management, LLC | +16,570 | +78.1% | 37,791 |
| RESOLUTE CAPITAL, LLC | +14,318 | +32.3% | 58,696 |
| Atria Investments, Inc | +11,658 | +123.9% | 21,069 |
| Advisory Resource Group | +8,550 | +3.0% | 291,862 |
| Bleakley Financial Group, LLC | +7,194 | +3.9% | 190,220 |
| ENVESTNET ASSET MANAGEMENT INC | +4,866 | +40.4% | 16,905 |
| SILVER OAK SECURITIES, INCORPORATED | +4,741 | +35.8% | 17,995 |
| Concurrent Investment Advisors, LLC | +3,898 | +1.6% | 240,180 |
| PFG Investments, LLC | +3,700 | +30.1% | 16,000 |
| Sunbelt Securities, Inc. | +3,250 | +142.1% | 5,537 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +3,155 | +2.3% | 140,234 |
| NFSG Corp | +3,146 | +15.3% | 23,680 |
| IFP Advisors, Inc | +2,821 | +165.9% | 4,521 |
| WEALTH EFFECTS LLC | +2,442 | +4.8% | 53,812 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -10,856 | -100.0% | 1 |
| ROYAL BANK OF CANADA | -9,101 | -74.5% | 3,117 |
| Cetera Investment Advisers | -7,173 | -4.3% | 161,110 |
| Hixon Zuercher, LLC | -6,996 | -41.0% | 10,054 |
| NewEdge Advisors, LLC | -4,373 | -5.9% | 69,787 |
| Cambridge Investment Research Advis | -2,892 | -3.0% | 94,965 |
| PARSONS CAPITAL MANAGEMENT INC/RI | -2,081 | -22.4% | 7,217 |
| Aptus Capital Advisors, LLC | -1,590 | -2.0% | 77,763 |
| TBH Global Asset Management, LLC | -87 | -0.1% | 104,136 |